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October 20 & 21, TBA Barrett Training Center, Nashville
Early Registration deadline is October 6.
Program Speakers: Alex Urbani, Timothy Keehan, T. Wayne Hood, N. Houston Parks, Vivian Lamb, Michael Davis, Charles C. Burgess, Jeff Bloedorn, Matthew J. DeVries, John Baronich, and Tom Parker
Download the Speaker Bios
Download the Trust Presentations/Handouts
The Trust & Wealth Management Conference is the annual meeting for TBA members working in the trust area. The conference features two business sessions providing information on a variety of topical trust issues plus a reception, dinner, and entertainment on the opening day.
Continuing Education Credit:
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Thursday, October 20 |
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Noon |
Registration
Refreshments sponsored by MainStreet Advisors, Chicago, IL |
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1:00 pm |
Managing Fixed Income Investments in a Low Interest Rate Environment
Alex Urbani |
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2:00 pm |
Washington Update
Timothy Keehan |
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3:00 pm |
Break
Sponsored by ProxyTrust, Islandia, NY |
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3:15 pm |
Current Issues and Trends in Regulation and Examination
Moderator: T. Wayne Hood; Panelists: N. Houston Parks, Vivian Lamb, Michael Davis, Charles C. Burgess
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5:00 pm |
Reception
Sponsored by Crews and Associates, Inc, Little Rock, AR |
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6:00 pm |
Dinner
Sponsored by Federated Investors, Inc, Pittsburgh, PA |
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7:00 pm |
Nashville Songwriters – Jeff Bates and Trent Jeffcoat
Sponsored by Federated Investors, Inc, Pittsburgh, PA |
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Friday, October 21 |
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7:00 am |
Breakfast |
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8:00 am |
Social Media in the Wealth Management Industry
Jeff Bloedorn |
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Social Media – Legal and Regulatory Issues
Matthew J. DeVries |
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9:45 am |
Break
Sponsored by Broadridge Financial Solutions, Inc, New York, NY |
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10:00 am |
Effective Employee Benefit Administration
John Baronich |
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11:00 am |
Economic Trends/Forecast
Tom Parker |
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Noon |
Conference Adjourns |
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Download the Speaker Bios |
Continuing Education Credit:
7.25 hours CLE credit
4.5 hours CFP credit
8.5 hours CPE credit
Submitted for ICB credit
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TBA Members / Associate Members
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Member Spouse |
Nonmembers |
Nonmember Spouse |
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Early Registration |
$285 |
$85 |
$570 |
$170 |
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Early Registration deadline is October 6. |
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Registration |
$315 |
$115 |
$600 |
$200 |
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At-the-door |
$365 |
$165 |
$650 |
$250 |
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Secure Online Registration
Complete the secure online registration form. Registration is available prior to brochures release.
Brochure Download
Download and complete the conference registration form and return it to the TBA office.
TBA Contact:
Penny Powlas - ppowlas@tnbankers.org
Executive Assistant, Administration/Legal
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org
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